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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,329 | $162,136-88.7% | $152,301-88.0% | $154,746-88.2% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 18.61% | 91.02%-72.4pp | 80.50%-61.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,128 | $4,890-76.9% | $4,624-75.6% | $4,379-74.2% |
| Participant deferral / active EE | $1,682 | $8,341-79.8% | $8,004-79.0% | $6,730-75.0% |
| Admin fee / account holder | $1,299 | $15,759-91.8% | $14,398-91.0% | $14,365-91.0% |